Fundamental Edge hosted our fourth annual Wharton Investment & Trading Group stock pitch competition yesterday. The format was 10 minutes of presentation & 5 minutes of judge Q&A. Traditionally, to prepare as a judge, I will spend 1-2 hours per name getting up to speed so I at least know what questions to ask. I have been a bit busy lately, so wasn’t as prepared as I would have liked. So I fired up a Bot. Grok Bot is so snappy now that it can record audio of the live pitch on my IPad, then give me the counter-pitch, a list of key variables and the bull/bear. It did a terrific job at finding the research & logic flaws in the pitches, and giving me ideas on pushing back in Q&A. Of course I don’t agree with every observation from the Bot, but I found it shockingly incisive. This need some refining, but we are going to share this structure in Analyst Academy for our aspiring analysts. Ahead of an interview: - Prepare Grok Bot with the Fundamental Edge Pitch Evaluation Skill - Upload your Excel model, pitch (word or PPT) and research dossier - Turn on live record in Grok, and pitch the idea for 10 minutes - Ask the questions and pushback generated by the Bot - Record again, answering those questions - Ask, “how did I do?”, what research was incomplete, where did i make illogical flaws, where could my pitch improve - Iterate your pitch, and try again? - (Skill can be customized to the specific fund with a 13F distillation overlay) With other customizations, I would have found this very helpful when I range a large team at a multi, particularly when evaluating pitches way out of my core depth (biotech, in particular, I struggled to evaluate). I encourage you to try this! Both on the “junior learning to sharpen pitches” and on the “PM looking to sharpen pitch evaluation” side.